Our team
Here's who you'll work with
Vieje Piauwasdy
Senior Director
Natalie Cook
Senior Manager
John Klingler
Director
Stephanie C. Johnson-Fuentes
Manager
We provide with the cash you need. You retain full ownership of your shares.
You only owe the amount financed plus a fee when your company goes public or gets acquired.
You don’t pay anything until your company goes public or gets acquired. And if you don't, you never have to pay it back. Really.
Your situation is unique. During your intro call, you’ll meet with an equity strategist who will get to know you and understand your needs.
Your proposal outlines the potential outcomes, associated costs, and fees for the financing. The proposal aims to provide you with a clear picture of the potential benefits and obligations involved so you can make an informed decision.
We’ll provide a contract that outlines the terms and conditions of the financing. This step formalizes our agreement and ensures transparency about the process and expectations.
Depending on your specific situation, we will either wire the funds directly to your company to cover exercise costs or transfer them to you for liquidity or to pay your taxes.
Get the funds to exercise your options, including taxes
Get liquidity for discretionary spending
Testimonials are specific to an individual Client’s experience and may not be representative of all Clients. Unless otherwise indicated, Clients offering a Testimonial do not receive compensation and their statement does not present a conflict of interest.
Which product is right for me - Financing or Secondaries?
It depends on several factors, such as your desire to retain share ownership, the availability of a secondaries market for your company shares, company policies on transfers, and whether you need funds to exercise your options or are just looking for liquidity. If unsure, our equity strategists can help you decide.
What are the eligibility requirements?
Anyone can submit a request, but we typically work with later-stage companies. Ideally, you hold equity in a company expected to exit within a few years., with $150M+ ARR, and $1B+ valuation. We encourage you to submit a request so our team can review your eligibility.
How does Secfi make money?
Secfi generates revenue through fees associated with our services:
Is Secfi providing a loan?
Not exactly. We offer non-recourse financing - backed by your stock options, so your personal assets are never at risk, and repayment is only required in case of an exit event.
What happens if my company never exits?
We hope that’s not the case, but if it happens you owe nothing. No exit, no repayment - simple as that.
Does Secfi take ownership of my equity?
Nope. Your shares stay yours, always. We never take control or ownership at any point.
We’ll help you find a buyer for your pre-IPO shares.
Learn more